- 01Website & conversion
- 02Content & SEO
- 03Lead capture
- 04CRM & pipeline
- 05Analytics & growth ops
One system, not a stack
Website, content, SEO, leads, CRM, and analytics in one place.
Run for you, not by you
A hands-on team operates and improves it alongside you.
Improves every week
The system gets sharper the longer it runs.
01 · Attract
Be found. Built to convert.
A site engineered to rank, get cited by AI, and turn traffic into leads.
- Conversion-first designPages built around how your customers buy.
- Search-ready SEOEvery page ships optimized.
- Generative Engine OptimizationCited by ChatGPT, Gemini, and Perplexity.
Lucy · 01 Attract · harborlanecpa.example
Redesign
https://harborlanecpa.example▌
98
HARBOR LANE CPA
Tax season, handled.
Book a call96
Your books, balanced.
Get started95
CPA services, simplified.
94
Harbor Lane CPA
Numbers you can trust.
Free tax review93
Services
Tax
Books
Payroll
Advice
91
Less paperwork. More business.
Harbor Lane CPA · Financial clarity for owners
6 redesigns · conversion-firstrank-ready · cited by AI ✓
02 · Engage
Publish every day, not every quarter.
AI Experts trained on your business write the blog and run your social.
- AI-written blog postsScheduled, optimized, on-brand.
- Multi-platform socialOne idea. Every channel.
- Custom AI ExpertsTrained on your knowledge, not the open web.
Lucy · 02 Engage · harborlanecpa.example
HARBOR
LANE CPA
BRAND
VOICE
LANE CPA
BRAND
VOICE
2026 S-Corp Tax Deadlinesblog✓ published
5 deductions owners misslinkedin✓ published
Quarterly estimates, explainedx thread✓ scheduled
Meet the team behind your booksinstagram✓ scheduled
03 · Capture
Turn visitors into leads.
Every form, asset, and outreach drops straight into your pipeline.
- Embeddable formsDrop in anywhere. Lands in your CRM.
- Lead finderOutbound that surfaces fit accounts.
- Gated assetsFiles become qualified opt-ins.
Lucy · 03 Capture · harborlanecpa.example
Free Tax Review
Request my review →
Inbox · Live
Dana Reyes: "Need help with S-corp filing"
✓ auto-reply sent · 4s
✓ auto-reply sent · 4s
Mike Torres · bookkeeping · 2h
Priya Shah · tax prep · 5h
04 · Convert
Leads land. Replies go out. Instantly.
Every form submission routes straight to your inbox with an auto-reply firing in seconds.
- Auto-routingLead lands straight in your CRM.
- Instant responseAuto-reply fires in seconds.
- Full lead contextEvery field captured and stored.
Lucy · 04 Convert · harborlanecpa.example
New
8 leads
Contacted
5 leads
Qualified
3 leads
Won
2 closed
Ava Lin · new
Mike Torres · contacted
Priya Shah · qualified
Dana Reyes · won
05 · Optimize
Reclaim your team's time.
Your unified system automates the repetitive work so your team can do what only humans can.
- Workflow automationCut the manual handoffs.
- Always-on optimizationGets better every run.
- Hours saved weeklyReinvest in growth, not admin.
Lucy · 05 Optimize · harborlanecpa.example
Nancy · Marketing
drafted 3 posts · updated 2 pages
Sam · Support
answered 14 client questions
Lucyorchestrator
11h saved this week ▲
Fran · Finance
monthly close: done · 2 flags
Otto · Onboarding
3 new clients set up
Let's find where your firm still runs on you.
Tell us about your firm. We'll read it and email you within one business day to set up a discovery call.